How to Save Files in UTF-8 Format Follow

Introduction

Files containing Logographic characters (such as Japanese) or Cyrillic characters (such as Russian) must be saved in UTF-8 format. Saving in UTF-8 ensures Excel preserves these characters, maintaining their appearance and structure when imported into other platforms.

This is particularly important when importing leads via CSV or uploading Validation Lists to the platform. While newer versions of Excel provide a straightforward way to save files in UTF-8, older versions may not have this option. Below are the step-by-step instructions for both Windows and Mac users.

Setup Process

Windows Users

Office 2016 and Later

1. Open your Excel file.

2. Click File → Save As.

3. Select Browse to choose your desired save location.

4. In the Save As Type dropdown, select CSV UTF-8 (Comma delimited) (*.csv).

5. Click Save.

Office 2013 and Earlier

Older versions of Excel do not have a direct encoding option. Follow these steps instead:

1. Right-click the file and select Open With → Notepad.

2. Once the file is open, click File → Save As.

3. In the Save As dialog, navigate to the Encoding dropdown.

4. Select UTF-8 from the list.

5. Ensure the file extension remains .csv, then click Save.

For Mac Users

1. Open the CSV file using TextEdit.

2. Go to File → Save As. (If the option isn’t visible, hold the Option key, and it will appear.)

3. From the Encoding dropdown, select UTF-8.

4. Ensure the file extension remains .csv.

5. Click Save.